Narrative Update • Jul 06

Over the last 7 days, the Aerospace & Defense industry has dropped 13%, driven by Hanwha Aerospace declining 18%. In the past year, the industry has gained 28%. Looking forward, earnings are forecast to grow by 29% annually.
Has the South Korean Aerospace & Defense Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 11 Jul 2026 | ₩97.9t | ₩41.1t | ₩2.3t | 31x | 43.2x | 2.4x |
| Mon, 08 Jun 2026 | ₩106.7t | ₩41.1t | ₩2.3t | 33.6x | 47.1x | 2.6x |
| Wed, 06 May 2026 | ₩145.1t | ₩40.0t | ₩2.1t | 53.6x | 70.4x | 3.6x |
| Fri, 03 Apr 2026 | ₩139.3t | ₩40.0t | ₩2.1t | 51.9x | 67.5x | 3.5x |
| Sun, 01 Mar 2026 | ₩120.3t | ₩35.3t | ₩3.6t | 35.4x | 33.1x | 3.4x |
| Tue, 27 Jan 2026 | ₩116.6t | ₩35.2t | ₩3.7t | 32x | 31.9x | 3.3x |
| Thu, 25 Dec 2025 | ₩80.9t | ₩35.2t | ₩3.7t | 28.2x | 22.1x | 2.3x |
| Sat, 22 Nov 2025 | ₩77.0t | ₩35.1t | ₩3.7t | 28.8x | 20.9x | 2.2x |
| Mon, 20 Oct 2025 | ₩79.7t | ₩31.1t | ₩3.4t | 26.1x | 23.7x | 2.6x |
| Wed, 17 Sep 2025 | ₩91.1t | ₩31.1t | ₩3.4t | 27x | 27.1x | 2.9x |
| Fri, 15 Aug 2025 | ₩79.0t | ₩26.7t | ₩3.3t | 36x | 24.1x | 3x |
| Sun, 13 Jul 2025 | ₩72.4t | ₩26.6t | ₩3.3t | 32.4x | 22x | 2.7x |
| Tue, 10 Jun 2025 | ₩70.6t | ₩26.6t | ₩3.3t | 31.7x | 21.5x | 2.7x |
| Thu, 08 May 2025 | ₩67.7t | ₩22.3t | ₩3.2t | 32.1x | 21.4x | 3x |
| Sat, 05 Apr 2025 | ₩54.0t | ₩22.3t | ₩3.2t | 19.7x | 17.1x | 2.4x |
| Mon, 03 Mar 2025 | ₩47.7t | ₩21.7t | ₩1.4t | 29.6x | 34.4x | 2.2x |
| Wed, 29 Jan 2025 | ₩36.6t | ₩21.7t | ₩1.4t | 25.2x | 26.4x | 1.7x |
| Fri, 27 Dec 2024 | ₩31.3t | ₩21.7t | ₩1.4t | 21.8x | 22.6x | 1.4x |
| Sun, 24 Nov 2024 | ₩35.8t | ₩21.7t | ₩1.4t | 23.6x | 26.1x | 1.7x |
| Tue, 22 Oct 2024 | ₩34.4t | ₩20.6t | ₩952.5b | 19.9x | 36.1x | 1.7x |
| Thu, 19 Sep 2024 | ₩30.0t | ₩19.8t | ₩831.3b | 22x | 36x | 1.5x |
| Sat, 17 Aug 2024 | ₩31.5t | ₩19.4t | ₩1.0t | 20.2x | 30.5x | 1.6x |
| Mon, 15 Jul 2024 | ₩28.0t | ₩19.4t | ₩1.0t | 18x | 27.8x | 1.4x |
| Wed, 12 Jun 2024 | ₩25.3t | ₩19.4t | ₩986.2b | 17.6x | 25.6x | 1.3x |
| Fri, 10 May 2024 | ₩25.1t | ₩18.9t | ₩1.6t | 13.2x | 16x | 1.3x |
| Sun, 07 Apr 2024 | ₩24.5t | ₩19.0t | ₩1.5t | 13.1x | 16.4x | 1.3x |
| Tue, 05 Mar 2024 | ₩22.4t | ₩16.9t | ₩1.0t | 36.4x | 21.7x | 1.3x |
| Thu, 01 Feb 2024 | ₩18.5t | ₩16.9t | ₩1.0t | 26.4x | 18x | 1.1x |
| Sat, 30 Dec 2023 | ₩18.6t | ₩16.9t | ₩1.0t | 32.8x | 18.1x | 1.1x |
| Mon, 27 Nov 2023 | ₩16.9t | ₩16.9t | ₩1.0t | 23x | 16.4x | 1x |
| Wed, 25 Oct 2023 | ₩15.2t | ₩16.1t | ₩1.2t | 14.9x | 12.9x | 0.9x |
| Fri, 22 Sep 2023 | ₩15.9t | ₩16.1t | ₩1.2t | 14.5x | 13.5x | 1x |
| Sun, 20 Aug 2023 | ₩15.4t | ₩15.6t | ₩1.0t | 11.6x | 15.3x | 1x |
| Tue, 18 Jul 2023 | ₩17.8t | ₩15.5t | ₩865.0b | 23.6x | 20.6x | 1.1x |
20.6x
Which industries have driven the changes within the South Korean Industrials industry?
| KR Market | -7.33% | |
| Industrials | -8.88% | |
| Aerospace & Defense | -12.57% | |
| Aerospace and Defense | -12.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A099320 Satrec Initiative | ₩88.10k | 2.8% +₩26.3b | 94.3% | PE80.3x | |
| A361390 Genohco | ₩14.91k | 6.4% +₩8.8b | -17.7% | PS2.4x | |
| A065450 Victek | ₩3.18k | 4.6% +₩4.0b | -24.0% | PE20.5x | |
| A010820 FIRSTEC | ₩6.11k | 0.8% +₩2.4b | 55.7% | n/a | |
| A318660 TIME Technical Support | ₩3.75k | 10.3% +₩742.7m | 44.2% | n/a |